Downingtown, PA | Roanoke, VA | ||
|---|---|---|---|
| Assets under management | $17.1M | $18M | $16.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 41 | 30 | 124 |
| Assets per client | $417K | $599K | $131K |
| Clients per advisor | 41 | 30 | 62 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2024 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Apr 2024). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.